Comparison Summary
This comparison report of Surefyre vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1254 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Surefyre and Scratchpad
Surefyre, and Scratchpad belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Surefyre covers Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.
"Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because th...ey are truly experts in offering a cloud based system that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting. " - Ashley Dodge
"Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest ...stressor, and now I can see them in an easy to use view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users. " - Saura Johnston
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Submission automation platform for modern MGAs, wholesalers, and carriers
Fastest experience to update Salesforces
Financials
SERIES B
Business Need
Total Processes
(we found evidences for)
11
46
Total Goals
(we found evidences for)
2
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Improve digital and social presence
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Enhance customer relationships
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Scale best practices
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Increase sales & revenue
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Improve ROI
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Launch new products
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Acquire customers
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Enhance customer relationships
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Top Channels
Channels Used
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phone calls
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e-mail
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website
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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
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phone calls
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e-mail
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website
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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
- See 7 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
